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Home My WebLink About10-05-07 .-J 15056051058 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number 21 07 00105 Date of Birth 160-16-0022 01/11/2007 09/16/1918 Decedent's Last Name Suffix Decedent's First Name MI Rickert Ben H (If Applicable) Enter Surviving Spouse's Infonnation Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW . 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPlETED. ALl CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE D1RE~ JO: Name Daytime Telephone IfQmber ;;;~: C'" (570) 888-4349,; ?_ r: ::= ("") ~-l REGISTER OF~~" ~E ONLY, C,() :>~ c...:l . 6. Decedent Died Testate (Attach Copy of Will) 9. litigation Proceeds Received o 8. Total Number of Safe Deposit Boxes Robert C. Rickert Firm Name (If Applicable) First line of address 224 Tyler Street ;)0 011 -r"', Second line of address ~ --L-. --j ::D ...1:."" r,") W Ul City or Post Office Athens State ZIP Code DATE FILED PA 18810 Correspondent's e-mail address:RObert.Rickert@twcable.com Under penalties of perjury, I declare lhall haw! examined this relIm, including accompanying schedules and slaIBmenls, and to the best of my knowledge and belief, it is true, correct . of preparer olher than the personal repl'llSelllative is based on all jnfoonatjon of which preparer has any knowledge. SIGNATUR OR FILING RETURN DATE ADDRESS~----~~----- - -- ---------q/.s;/ tXJ~____ --- >>.1/ ~/E,P 87 l77loJs-1 fJ~ /8\9/{j) SIGNATURE OF PRIOR R OTHER THAN REPRESENTATIVE ' DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 --.J dW\ --.J 15056052059 REV-1500 EX Decedent's Name: Ben H Rickert RECAPITULATION 1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or SoIe-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6. 7. Inter-VIVOS Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Unes 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Uabilities, & Uens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Unes 9 & 10)................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .. . . . . . .. . . . .. . .. . .. . .. . . .. . . . 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Une 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPUCABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X .0_ 16. Amount of Line 14 taxable at lineal rate X.O 45 399,183.05 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 160-16-0022 Decedent's Social Security Number 15056052059 180,000.00 163,108.20 70,777.92 413,886.12 5,907.44 8,795.63 14,703.07 399,183.05 399,183.05 17,963.24 17,963.24 ---I REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Ben H Rickert -~~-'----'_.. STREET ADDRESS 101 Homers Road -----'-----~'---------.._--.-,--_.._------ File NlIfI'Iber 21 07 00105 DECEDENTSSOC~lSECURITYNUMBER 160-16-0022 -----_._-~._._-_._~-------- CITY Carlisle STAll: PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 17,963.24 Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty --- TotallnterestlPenalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (5) (SA) (5B) 17,963.24 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. 17,963.24 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 0 b. retain the right 10 designate who shaN use the property transferred or its income; ............................................ 0 0 c. retain a reversionary interest; or.......................................................................................................................... 0 0 d. receive the promise for lite of either payments, benefits or care? ...................................................................... 0 0 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) ~)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. ~9116 (a) (1.1) ~i)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Ben H. Rickert FILE NUMBER 21-0700105 All real property owned solely or as a tenant in common must be reported at fair market value. Fair IlI8IIret value is defined as the price at which property would be exchanged between a wiling buyer and a wiling seller, neither being compelled to buy or sen, both having reasonable knowledge of the relevant facts. Real property which is joInIIy-.ed with right of survlvonhlp IIllISt be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION House and Property at 101 Homers Road, Carlisle, PA 17015 VALUE AT DATE OF DEATH 180,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert addilional sheets of the same size) 180,000.00 REV-1508 EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAl PROPERlY ESTATE OF Ben H. Rickert FILE NUMBER 21-0700105 Include the proceeds of itigation and the date the proceeds were received by the estate. AI property jointly-.d with right of surviwnllllp IIIUSt be disclosed on Schedule F. ITEM NUMBER DESCRIPTION Checking Account, Sovereign Bank, Carlisle, PA 1671022114 2 Money Market Account, Sovereign Bank, Carlisle, PA 167460963 3 CD, Sovereign Bank, Carlisle, PA 1675518904 4 CD, Sovereign Bank, Carlisle, PA 1675206435 5 CD, Sovereign Bank, Carlisle, PA 1675204745 6 CD, Sovereign Bank, Carlisle, PA 1675457111 7 CD, Citizens Bank, Carlisle, PA 6140874777 8 CD, Citizens Bank, Carlisle, PA 6140874769 VALUE AT DATE OF DEATH 2,055.08 25,697.48 9,702.53 46,759.74 14,552.94 4,899.31 29,506.69 9 Household Goods 20,201.77 3,119.50 10 Tools and Equipment 11 Vehicle 2,050.00 1,500.00 3,063.16 12 Misc. Refunds, Personal Care Horne, Tax Refund, Insurance Refund, Energy Account TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 163,108.20 REV-1510 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDUU G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Ben H. Rickert FILE NUMBER 21-0700105 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY DATE OF DEATH '" OF DECD'S EXCLUSION TAXABlE ITEM INCUJIlE THE NAME OF THE 11lAN5FEREE. TIEIR RElATIONSHI' TO IlEC8JENT NID NUMBE~ THE lIo\1E OF TRANSFER ATTACH A COP'f OF TIE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPl.JCAIll.E) VALUE 1. AIG Annuity Contract No. VP215601 48,104.39 100 48,104.39 2 ALLSTATE Annuity Contract No. GA17266417 20,507.89 100 20,507.89 3 PRUDENTIAL Annuity Contract No. ROS818432A 2,165.64 100 2,165.64 TOTAL (Also enter on line 7 Recapitulation) $ 70,777.92 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Ben H. Rickert FILE NUMBER 21-0700105 DebIs 01 decedent must be reported CIfI Schedule L ITEM NUMBER A. DESCRIPTION AMOUNT 2 FUNERAL EXPENSES: Ewing Brothers Funeral Home, Services, Transportation, Cremation Cumberland Valley Memorial Gardens, Burial Niche and Marker Funeral Refreshments 1,775.60 2,715.00 200.00 1. 3 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0.00 Name of Personal Represenlative(s) Robert Cornman Rickert Social Security Number(s)/EIN Number of Personal Represenlative(s) 161-34-2759 76-6225685 StreetAddress 224 Tyler Street City Athens State P A Zip 18810 Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State . Zip Relationship of Claimant to Decedent 4. Probate Fees 365.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Executors Travel Expense 680.91 8 Death Certificates 45.00 9 Checking Account Fees 19.35 10 Newspaper Ads 66.58 11 Paid Help, Estate Sale 40.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 5,907.44 REV-1512 EX+ (12-03) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDUU I DEBTS OF DECEDENT, MORTGAGE UABlunES, & UENS ESTATE OF Ben H. Rickert FILE NUMBER 21-0700105 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Federal Income Tax 2004 - Tax and Penalty 3,887.26 138.00 2 Pa Income Tax 2004 Tax 3 Tax Preparation 2004 Tax and Penalty 250.00 4 Medical Bills 234.26 5 Propertyi Appraisal 325.00 6 Property Tax 2007 1,716.50 2,244.61 7 Property Maintenance and Upkeep TOTAL (Also enter on line 10, Recapi1ulalion) $ (If more space is needed. insert additional sheets of the same size) 8,795.63 REV-l513 EX+ (9-00) * COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RE1lJRN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Ben H. Rickert FILE NUMBER 21-0700105 RElATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [1I1CIude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) 1 Robert C. Rickert, 224 Tyler Street, Athens, PA 18810 Son 43% 2 JoAnn R. Kern, 2709 Mill Road, PO Box 143, Jamison, PA 18929 Daughter 43% 3 Kim Lu'Ann Rickert, 3150 Darvany Drive, Dallas, TX 75220 Granddaughter 2% 4 Kelly Lynn Rickert, 3054 Cold Springs Road, BaktMnsville, NY 13027 Granddaughter 2% 5 Andrew Scott Rickert, 224 Tyler Stree~ Athens, PA 18810 Grandson 2% 6 Sonya Michelle Neal, 1149 Herberick Avenue, Akron, OH 44301 Granddaughter 2% 7 Richard Arron Rickert, 685 Richfield Road, Deatsville, AL 36022 Grandson 2% 8 Lindsay Elizabeth Kern, 2709 Mill Road, PO Box 143 Jamison, PA 18929 Granddaughter 2% 9 Gregory Louis Kern, 2709 Mill Road, PO Box 143 Jamison, PA 18929 Grandson 2% ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-l500 COVER SHEET n NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAl DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS No. 2007-00105 Estate Of: BEN H RICKERT PA No. 21-07-0105 IFirst. Middle. Last) Late Of: MIDDLESEX TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 160-16-0022 WHEREAS, on the 2nd day of February 2007 an instrument dated December 23rd 2005 was admitted to probate as the last will of BEN H RICKERT IFirst. Middle. Last) late of MIDDLESEX TOWNSHIP, CUMBERLAND County, who died on the 11th day of January 2007 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: ROBERT C RICKERT who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 2nd day of February 2007. 1 , Yi{eY1dO-~R.Q1 ~1Q.6hnJd. /--) egl ter of ,Zs / -'-flrA ~ ~ I Deputy LAST WILL AND TESTAMENT I, Ben H. Rickert, of Middlesex Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, declare the following to be my last will and testament, hereby revoking any and all wills heretofore made by me. . Item 1. I direct my executor hereinafter named to pay all my debts and funeral expenses. Item n. I hereby give, devise and bequeath a two percent (2%) share of my adjusted gross estate to each of my following grandchildren: Richard Rickert, Sonja Neale, Kim Rickert, Kelly Rickert, Andrew Rickert, Lindsay Kern and Gregory Kern. (Sum total of all said 2% shares to be equal to fourteen percent (14%) of my adjusted gross estate.) (") r--) c= = r= 0 -.J . ~~ ~ Item Ill. I hereby give, devise and bequeath the rest, residue and reB~~er ~ of my Estate to my daughter, JoAnne Kern, and son, Robert C. Rickert~'~al N ..0......) -n shares. If either should predecease me, then, their share shall go to s~6t' of .:... "-':'= N the two. J~ . )> W c..J .~. ". --' , . ~ .' : .- , Item IV. In the event that neither Joanne Kern nor Robert C. Rickert survive me, then I hereby give, devise and bequeath the rest, residue and remainder of my estate to my grandchildren. They being, Richard Rickert, Sonja Neale, Kim Rickert, Kelly Rickert, Andrew Rickert, Lindsay Kern and Gregory Kern. Item V. I hereby nominate and appoint Joanne Kern and/ or Robert C. Rickert, to serve as executrix(or) and direct that they be permitted to serve without bond. IN WITNESS WHEREOF, I hereunto set my hand and seal this 23rd day of December,200s. 13!?---~tR~4 Ben H. Rickert Signed, sealed, published and declared by the above named testator, as and for their last will and testament, who at their request, in their presence, in our presence, and in the presence of each other have hereunto subscribed our names as attesting Witnesses: G~~~. - e. ~ /:1 0.# .z://'o/ ~~., __0 - p{( /v ' . A //~;< '4 .. o~ .,..- i/" COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, and /0/lltc;,~~ /I /1/~~Cj I the wi tnesses whose names ar igned to the attached or foregoing instrument, being duly qualified according to. aw, do depose and say that we were present and saw the testator sign and execute the instrument as their last will, and that it was signed willingly and executed as their last will, and that it was done freely and voluntarily for the purposes therein contained, that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge, the testator was, at that time, 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 23rd day of December, 2005. ~'--^^- ~ Notary Motaltal Seal Anne .. Cox, Notary Public Carlile Borough, Cumbertand County My CoIIIInIl.1on ExpIIw June 3, 2009 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I, Ben H. Rickert, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will, that I signed it willingly, and that, I signed it as my free and voluntary act for the purposes therein expressed. 13~~ ~fV~ Ben H. Rickert Sworn to and subscribed before me this 23rd day of December, 2005. ~ Notary Notarial Seal Anne ... Cox, Notary Public CartIH Bcnugh, CWnbIrIand County My c.mIIIIon ExpIIH June 3, 2009